Bank of America is a leading financial institution that provides a comprehensive range of banking, investment, and wealth management services. It specializes in private banking, investment management, and customized lending solutions, catering to high-net-worth individuals, families, and institutions. With a strong emphasis on personalized service and innovative financial strategies, Bank of America leverages its extensive resources and expertise to help clients achieve their financial goals. The bank's scale and market position enable it to offer a breadth of solutions, including trust and estate planning, philanthropic advisory, and sustainable investing, making it a trusted partner for wealth management.
Fidelity is a privately owned investment management firm that serves a wide range of clients. It offers services including IRAs, rollovers, annuities, discount brokerage, retirement planning, estate planning, wealth management, securities execution and clearance, and life insurance. They serve individual investors, businesses, financial advisors, and institutions. The firm manages equity, fixed-income, and balanced mutual funds and invests in public equity and fixed-income markets. It also conducts in-house research to inform its investment decisions.